Category: Research

5 Questions Keeping Retail Media Leaders Up at Night (Plus Answers and Action Steps)

Article in Briefings

TL;DR: At Stratably’s recent in-person Amazon Ads event, industry experts and consumer brand peers shared actionable strategies for solving key challenges spanning optimizing Amazon Ads investment, Amazon Marketing Cloud, incrementality measurement, and AI-driven advertising shifts. Brands embracing data-driven decision-making, consistently testing and learning, and leaning into Amazon’s advertising innovation are gaining a competitive edge. 6 […]

The Critical Role Amazon Plays for Brands’ Top and Bottom Lines

Article in Benchmarks

TL;DR: Amazon continues to be a top growth driver for brands, but growth alone is not enough today. Leading brands are balancing sales growth with profitability by optimizing product mix, sharpening ad strategies, enforcing marketplace controls, and negotiating smarter. 2 minute read A successful AVN starts with a fundamental question: What role does Amazon play […]

Target FY4Q25 Results and 5-Year Outlook Analysis

Article in Briefings

TL;DR: Target’s outlook for the year ahead reinforces value-focused consumer behavior persists, hurting its business while helping rivals Walmart and Amazon. Brands will be focused on leaning into personalized promotions, on-trend innovation, and digital excellence to capture share gains, while maintaining a moderate pace of spend on Roundel. 5 minute read Target reported its fiscal […]

Benchmark Insights and Expert Strategies for AVN Success – Webinar Recap

Article in Benchmarks

Stratably and Consulterce share critical benchmarking and strategic recommendations from their benchmark study on 2025 Amazon Annual Vendor Negotiations (AVNs). 2 minute read Amazon AVNs are high-stakes, complex, and evolving—and for brands, preparation is everything. Understanding how other vendors are navigating negotiations can provide critical insights to help strengthen your strategy. That’s why Stratably and […]

CAGNY 2025 – CPG Growth Strategies Analyzed

Article in Briefings

TL;DR: Presenting CPG companies at CAGNY 2025 made it clear that AI, premiumization, and digital commerce are now critical for growth, with a widening gap between brands that fully integrate digital commerce versus those that still treat them as secondary. 1 minute read The 2025 CAGNY conference featured presentations from leading consumer packaged goods (CPG) […]

Instacart 4Q24 Performance Update: Insights for CPG Brands

Article in Briefings

TL;DR: Instacart is growing faster than the grocery market overall (brick and mortar plus digital), but its growth is less compelling when compared specifically to the eGrocery channel. No major catalysts appear on the horizon to accelerate GTV in 2025, and foundational issues around brands growing ad spend remain. 3 minute read Instacart released its […]

2025 Amazon Profitability & AVN Study

Article in Benchmarks

Global benchmark of 203 manufacturers on 2025 annual vendor negotiations and building a profitable Amazon business. TL;DR: Amazon’s annual vendor negotiations are a critical opportunity for brands to align their investments with Amazon’s growth while protecting long-term profitability. Success requires balancing Amazon’s demands with strategic investments that drive measurable returns. 2 minute read Annual Vendor […]

16 Takeaways from Walmart’s 4Q25 Results

Article in Briefings

TL;DR: Walmart’s focus on omnichannel excellence has resulted in persistent retail share gains and an improving P&L. 5 minute read Walmart’s fiscal 4Q25 earnings were characterized by broad-based strength across geographies and categories, share gains in grocery and general merchandise, fast eCommerce growth, and improving profitability from digital-related revenue streams. We expect growth-hungry brands to […]